Financial Planning Specialist

1 week ago


Markham, Ontario, Canada Tomato Pay Inc. Full time

Financial Planning Specialist at Tomato Pay Inc.

We are seeking a highly skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will be responsible for evaluating financial risk, using portfolio management software, and collecting financial and investment information about companies, stocks, bonds, and other investments.

Key Responsibilities:

  • Evaluate financial risk and use portfolio management software to analyze financial data.
  • Collect financial and investment information about companies, stocks, bonds, and other investments.
  • Prepare company, industry, and economic outlooks, analytical reports, briefings notes, and correspondence.
  • Advise on and participate in the financial aspects of contracts and calls for tender.
  • Assist in preparing operating and investment budgets.
  • Plan short- and long-term cash flows and assess financial performance.
  • Prepare a regular risk profile for debt portfolios.
  • Develop risk management plans.
  • Variance analysis.
  • Perform administrative tasks.

Requirements:

  • 1 year to less than 2 years of experience in a related field.
  • Strong knowledge of MS Excel.
  • Attention to detail.
  • Accurate and organized.

Benefits:

  • Dental plan.
  • Permanent employment.
  • 35 to 40 hours per week.
  • English language.


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